Maggie Petrillo is a Wealth Advisor with J.P. Morgan Wealth Management. As a member of The Carroll Group, Maggie offers white-glove service and bespoke strategies to the teams' discerning group of high-net-worth individuals who seek personalized attention and tailored advice. She delivers innovative opportunities that align with their specific risk tolerance, goals and wealth management objectives.
In Maggie's holistic approach, she begins with a financial 'snapshot' to assess the entirety of each client's scenario. Calm, even-keeled, analytical and detail-oriented, she has a natural ability to break complex topics down into readily understandable terms.
Maggie has a particular background in guiding executives through appropriate planning to address the complexities of equity compensation, tax impacts and trust and estate considerations to help make the most of these sophisticated transactions. She is especially passionate about engaging with women, many of whom are coming into financial independence for the first time. She guides them in growing and preserving their assets, empowering them to live their best lives on their terms as investors, philanthropists and leaders.
Over a seven-year career that began at Morgan Stanley, Maggie has focused her time on the distinctive needs of high-net-worth individuals. She brings the totality of her background to J.P. Morgan, for the benefit of highly driven clients. Maggie attended Saint Joseph's University, where she earned a B.A. in History and put down roots in Philadelphia. She is currently pursuing an advanced designation to expand on her wealth planning skillset. Active in the community, she is a former board member of the Deaf-Hearing Communication Centre. A native of Wilkes Barre, PA, Maggie has strong family ties and enjoys spending time all together in Isle of Palms, SC—especially when her nephew and niece tag along. She has a beloved dog, Charlie, and likes to travel, run, golf and dabble in photography.